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BEAUMONT FINANCIAL PARTNERS

BEAUMONT FINANCIAL ADVISORS, LLC

CRD 322925 · SEC 801-126715

Visit website

250 1ST AVENUE, SUITE 101, NEEDHAM, MA, 02494, United States

Phone

781-400-2800

Fax

781-400-2879

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.76B

Discretionary AUM

$2.74B

Team

24 total employees; 15 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS

Client types

TypeClientsAUM
Individuals1553$1.36B
High net worth individuals345$1.48B
Charitable organizations6$37.0M
Corporations/business entities6$878.4M

States served

VT, AL, AZ, CA, CO, DC, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD